Become a Regular Member of a Society
Each applicant for Regular membership of a member society shall be a Regular member of CFA Institute and shall fulfill such other requirements as the society may impose consistent with the requirements established by CFA Institute.
Learn more about membership or contact our membership chair for more information.
Requirements for Becoming a Member
Review of Applications for Membership
The Society Board shall have the right to review all applications for membership in the society. In the event of disagreement concerning administration of Regular membership requirements, the society shall have the right to appeal to the CFA Institute Board of Governors. The Board of Governors, or a designated committee thereof, shall have the authority to make final determinations on the application of Regular membership provisions.
Membership in CFA Institute
Each Regular member of the society is also a Regular member of CFA Institute. Each Affiliate member of the society is also an Affiliate member of CFA Institute.
Maintaining Membership Status
To maintain membership, each individual shall
- Adhere to all applicable rules and regulations, including the Society Bylaws, the CFA Institute Articles and Bylaws, the Code and Standards, and other rules relating to professional conduct
- File a Professional Conduct Statement annually, unless excused as a recognized Retired member (see below)
- Pay membership dues
Membership List and Member Records
The secretary shall keep a list of and make available to CFA Institute the names and addresses of all members of the society and such other records and information relating thereto as the board shall determine. The Board shall preserve its records and the records of its committees, with respect to each applicant and member, for such period as the board may determine.